Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFE PLANNING PARTNERS INC | 01-19-2024 | 12-31-2023 | 263 | 101,628,406 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | Liquidated | $0 | 0 | 0.00 | 0.12 | 0 | 0.00 | 12-31-2023 |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | 152 | $90,843 | 916 | 0.00 | 916 | +Inf | 12-31-2023 | |
| INTERNATIONAL BUSINESS MACHS | COM | Liquidated | $0 | 0 | 0.00 | 0.12 | 0 | 0.00 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | Liquidated | $0 | 0 | 0.00 | 0.10 | 0 | 0.00 | 12-31-2023 |
